We help families with business transitions.
Whether acquiring a competitor or merging with another company, business transactions are defining moments for owners. Having the right advisors and support can make generational differences for a family.
From unsolicited offers to full sale processes we work alongside families and business owners to help maximize value and close transactions.
Prior to a transaction we work with owners, families and management teams to optimize business structure and ownership to help maximize post-transaction value and streamline transaction structuring.
We work alongside companies and management teams to help them efficiently source candidates, refine target lists, and structure deals.
We engage with business and their affiliated families to help them navigate the complexities that accompany private business ownership and planning for ownership transitions.
You spent years building your business. Let us help you maximize the value of the it in the market, and then optimize the sale for your post-transaction net worth.
Mergers & Acquisitions Advisory
We work alongside our clients on mergers, acquisitions, sales and divestitures. Our process maximizes the value of client’s businesses in their sale processes, as well as the actual payment received. Client interests are always our first priority, which is why we are always willing to walk away if the client’s value isn’t maximized. We counsel our clients through all stages of the deal process.
We work with families and business owners outside of transactions to help optimize the value of their companies. Our advisory services typically include the evaluation of various strategic alternatives including valuation, growth strategy, competitive landscape, capital structure, debt and equity alternatives, liquidity, succession, transaction planning and transaction timing
Our clients benefit from a unique combination of strategic entity planning and transaction advisory.
Our team provides strategic deal advisory services in conjunction with estate and tax structuring for buyers and sellers. We help our clients maximize the value of their companies and minimize the disruption in their lives.
Meet our team.
We’re an experienced group of financial professionals with experience that spans deals, industries and estate structures. Our experience pre-close and post-close gives us a unique perspective when working families that allows us to help optimize a family’s value.
Kelly leads and participates in numerous types of transactions, including management buyouts, acquisitions, shareholder transactions, balance sheet restructurings, and growth strategy consulting. She has a diverse background as both an investment banker and investor, focusing on buyout transactions. As an investment banker Kelly structured and underwrote transactions for Private Equity led deals, before switching roles and becoming an investor in the deals herself.
Kelly is a graduate of the University of Pittsburgh.
Brian oversees strategic initiatives of the company with a specific focus on helping business owners think through, build and execute on a value acceleration and transition strategy for the shareholders. He brings over a decade of experience working with families on business transition plans and post-transaction value maximization.
Brian is a graduate of Penn State University and the President of the Pittsburgh Exit Planning Chapter, which he helped found in 2019.
Jonathan is responsible for deal structuring and execution efforts across firm engagements. He has over 14 years of experience on both the sell-side and buyside and has worked with private and public companies on a myriad of transactions spanning equity issuances, debt restructurings, and business acquisitions and sales.
Jonathan is a graduate of the University of Pittsburgh, a CFA Charterholder, and in 2019 was named to CityWire’s 40 Rising Stars Under 40.
Ahmie is responsible for providing strategic guidance on estate structuring and business ownership structure. He is an experienced entrepreneur and financial advisor with over 40 years experience helping entrepreneurial families navigate the complexity around business transitions.
Ahmie is a graduate of the University of Pittsburgh and a Certified Financial Planner.
Contact us to get started.
We welcome the opportunity to meet you and learn more about your business and advisory needs.
Defiant Interchange Advisors
One Oxford Center
301 Grant Street, Suite 3550
Pittsburgh, PA 15219